LUCERNE CAPITAL MANAGEMENT, LP

RIASEC RegisteredEst. 2001
Total AUM
$365M
Discretionary
$365M
100% of AUM
Avg account
$40.5M
Accounts
9
Employees
8
Advisory reps
3

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
111288
Registered since
March 26, 2001
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lucerne Capital Management, LP is a limited partnership operating as a hedge fund manager and registered adviser since 2001. The firm targets institutional clients and focuses on managing pooled investment vehicles, acting in capacities consistent with CPO/CTA activity and serving as sponsor or GP for its funds. Its fee model combines a percentage of assets under management with performance-based compensation, which aligns incentives toward absolute or relative return objectives typical of hedge fund strategies. Investment preferences emphasize active portfolio management within pooled vehicles, with an explicit commitment to ESG integration. The firm appears to pursue strategies that require concentrated manager selection and active trading or risk management oversight, given its hedge fund classification and CPO/CTA activity. Lucerne’s client base is small and institutional in nature, which supports customized terms and performance fee arrangements.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • PATRICK MORONEY

    Chief Operating OfficerCRD 2383933

Contacts

2 of 2
  • MATHEUS HOVERS

    Partner, Portfolio ManagerCRD 5776038

  • PIETER TASELAAR

    Founding Partner & Portfolio ManagerCRD 1681549

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
73 Arch St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth